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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,398 | $160,059-69.1% | $140,019-64.7% | $135,379-63.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -13.05% | 911.44%-924.5pp | 651.15%-664.2pp | 519.79%-532.8pp |
| Employer contribution / active EE | $477 | $6,420-92.6% | $5,605-91.5% | $4,779-90.0% |
| Participant deferral / active EE | $11,086 | $7,641+45.1% | $6,927+60.1% | $5,609+97.6% |
| Admin fee / account holder | $271 | $13,328-98.0% | $10,705-97.5% | $10,828-97.5% |